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Tortoise Investment Management’s UBS Group UBS Stock Holding History

Tortoise Investment Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3
Closed -$123 – 1365
2025
Q3 		$123 Hold
3
– – ﹤0.01% 1349
2025
Q2 		$101 Hold
3
– – ﹤0.01% 1269
2025
Q1 		$92 Hold
3
– – ﹤0.01% 811
2024
Q4 		$91 Hold
3
– – ﹤0.01% 858
2024
Q3 		$93 Hold
3
– – ﹤0.01% 868
2024
Q2 		$89 Buy
+3
New +$89 ﹤0.01% 872

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Tortoise Investment Management's UBS Position: Q4 2025 in Review

Tortoise Investment Management sold out of UBS Group (UBS) in Q4 2025, closing a stake of 3 shares — an estimated $123 sold.

Tortoise Investment Management first reported a position in UBS in Q2 2024 and held it in 6 quarters. The position peaked at $123 in Q3 2025. 691 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

  • Tortoise Investment Management reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3 UBS Group shares in Q4 2025, an estimated $123.
  • Tortoise Investment Management first reported a position in UBS Group in Q2 2024 and held it in 6 quarters.
  • Tortoise Investment Management's UBS Group position peaked at $123 in Q3 2025.
  • 691 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.